Regional Member Briefing - New York - September 19, 2019

Overview

Thursday, September 19, 2019 - 11:30am to 1:30pm

Join us for a lively exchange of information and ideas with your peers over lunch at this FOX Regional Member Briefing.

Attendance is included with membership, but advance registration is required.

Recommended for:

FOX Family Office Members and Qualified Family Office Prospects

Location

HUB International

Bryant Park, 5, 1065 6th Ave

New York New York 10018

United States

Registration

FOX Members: Log in to register for this event.

Not a FOX Member? Inquire here to request an invitation to this event:

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Agenda
FOX Facilitators

11:30 am	Network/Welcome

12:00 pm	Lunch and Presentations/Q&A
	Trends in Family Wealth: Based on FOX’s latest studies on families of wealth, FOX will provide their perspective on the dynamic changes occurring with families of wealth, their family offices and the opportunities and challenges that these trends may present.

1:00 pm	Peer Dialogue

1:30 pm	Adjourn

Sandra Ditore
Regional Director of Membership, East Region

Sandra Ditore is Regional Director of Membership for the East Region at Family Office Exchange (FOX). In her role, she is responsible for identifying prospective family and advisor members, assessing their needs and priorities, and ensuring they have a deep understanding of the benefits of FOX membership. In addition to new member acquisitions, Sandra is responsible for identifying and securing sponsorship for FOX forums and educational workshops.

Sandra has more than 25 years of experience in sales and marketing. Before joining FOX in 2002, Sandra was a Senior Account Manager for a Chicago-based healthcare communications firm, where she developed marketing strategies for global pharmaceutical brands. Prior to this, she held research and marketing positions at several Wall Street investment banking firms, including Drexel Burnham Lambert, Dean Witter Reynolds, and Dillon Read & Co.

She is a member of Alliance of Mergers & Acquisition Advisors (AM&AA) and Family Firm Institute (FFI).

David Toth
Managing Director

David Toth is a Managing Director at Family Office Exchange (FOX). In his role, he constructs actionable insights and strategic analyses for family offices and wealth management advisor members. He developed a pathway of initiatives that assist family offices and wealth advisors in building pricing strategies, elevating client experience, talent management strategies, optimizing team structure, and achieving profitable growth. David has authored several reports including the recently published study on the Transformation of the Ultra-Wealth Business. David serves as co-moderator of FOX’s Multi-Family Office (MFO) Council, Integrated Wealth Advisor (IWAC) Councils, and the Strategic CIO Council (SCIOC).

David brings over 30 years of wealth and investment management, marketing, and strategic consulting experience to the FOX team. He held key leadership positions in the Asset Management Division at PNC Financial, formulating and implementing growth strategies that helped to more than double the size of their wealth and ultra-high net worth businesses.

David earned a B.B.A. majoring in Marketing and an M.B.A. majoring in Finance & Economics from University of Michigan and the University of Detroit/Mercy, respectively. In addition, David
has completed Leadership and Executive Development programs at the University of Pennsylvania’s Wharton School.